👻 Threading Daily —27.11.2025 👻

🔖Macro
- US Sep PPI came in-line with expectations
- Fomo feeding US tech bubble: ECB
- China releases action plan to boost consumption
- US consumer confidence falls by most in 6 months
- FBI now probing veteran Democrats
- White House announces support for AI industry
- Nvidia falls, Google rises after Meta chip headline

🔖Crypto News
- Crypto stable, BTC dominance continues to fall
- BTC steadies ~$87K as ETFs post $129M inflows
- 8% of all BTC moved over the last week
- ETH ETFs see three days of inflows
- XRP ETFs get $60m+ in inflows
- REKT $120m, fully recovers from Morpho liquidation
- MON rallies to 2x since the bottom post ICO
- UAE adds DeFi, web3 to regulatory scope
- Spain considers increasing crypto taxes
- Sweden’s Klarna launches stablecoin
- Texas kicks off BTC reserve with $5m IBIT buy
- USDT0 reached $50B in cumulative omnichain transfers
- Yield compression triggers 50% TVL drop in USDe
- Binance wallet now supports onchain stocks
- Robinhood to launch prediction market
- Lighter launches equity perps
- Kalshi blocked for sports betting in Nevada
- Polymarket receives CFTC approval in US

🔖Alpha/Good Reads
- Aave Will Be The Biggest Neobank In The World — The Rollup
- Prediction Market Supercycle — 0xTulipKing
- The Collapse of Stablecoin Yields — justinalick
- EIP-7928 - The Missing Link for Ethereum Parallel Execution — Eli5

🔖Raises
- Pruv Finance (Pre-A) $3M, RWA infrastructure < UOB, Saison, Taisu...
- SpaceComputer (Seed) $10M, Blockchain verification layer based on satellite technology < Maven 11, Lattice, Arbitrum, Superscrypt, Nascent, HashKey...

🔖Early Projects
- @surfcashx, Bio: Borderless crypto bank account for nomads. Backed by @circle | Dec 5th, @stardotfun
- @coplane, Bio: The Intelligent Operations Layer for the enterprise coplane.com
- @petra_graph, Bio: AI Social Graph for Crypto askpetra.co

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